Nailing the College Money Conversation

April 5, 2022

April is Financial Literacy Month. As financial planners, we are passionate about helping clients, their children, and others in our community increase their financial literacy skills. Given that May 1st is also Decision Day for college acceptances, we thought it’d be timely to share our thoughts on how families might discuss the cost of college with their children. Read more

Remaining Calm in Times of Uncertainty

March 2, 2022

After a relatively tranquil and upwardly moving 2021 in the stock market, 2022 is off to a rocky start, further exacerbated by Russia’s historic invasion of Ukraine, which started the worst land war in Europe since World War II. Read more

Making Your Financial Life Happier In 2022

January 5, 2022

As the new year begins, now is an excellent time to step back and reflect on how you can improve your relationship with your finances, reduce financial stress, and increase your overall happiness. Read more

Finding Inflation’s Footing

November 8, 2021

It seems like people are whispering about inflation everywhere you turn, and it’s for a good reason. Rising prices have the power to eat away at your purchasing power and erode the value of your assets. Read more

Changes Are A-Comin’ for the FAFSA

September 1, 2021

Fall is in the air. The kids have headed back to school. It is an exciting and busy time of year for most of us, but it’s particularly hectic for high school seniors getting ready to apply to colleges. As we all know, the cost of higher education is an expensive endeavor. Read more

Protecting Seniors from Financial Fraud

July 1, 2021

June was World Elder Abuse Month, making now a good time to reflect on some of the financial hazards the elderly are particularly vulnerable to. Fraud surges typically happen during tax season, the holidays and throughout disasters and pandemics. Read more